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Imagine a team where you get to select the best players in the world to play for you. Here’s your chance to own a team of global champions! DHFL Pramerica Global Equity Opportunities Fund offers you an opportunity to invest in global champions like Amazon.com, Alibaba, Netflix, Mastercard, Louis Vuitton, Nike, Facebook, Ferrari among others. In addition you get the benefit of diversification with exposure to companies listed on stock markets outside India.

DHFL Pramerica Global Equity Opportunities Fund through the underlying fund invests in companies around the world without the restrictions of countries or sectors. It seeks to build a flexible global portfolio with opportunistic approach to unconstrained global growth investing. Since the Indian market has very low correlation with some of the overseas markets, having global exposure ensures healthy diversification. Invest today and be a proud owner of this champion team.

  • INVESTMENT STRATEGY

    The scheme will predominantly invest in the units of PGIM Jennison Global Equity Opportunities Fund (the Underlying Fund), and or similar mutual funds, having an investment objective, strategy & risk profile similar to the stated underlying fund.

  • INVESTMENT OBJECTIVE

    The primary investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of units of overseas mutual funds. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.

Gives exposure to businesses around the world

India accounts for less than 3% of Global Market cap, while countries like United States (62.3%), China (8.6%), France (8.6%), Switzerland (3.6%) account for a large share of the Global Market cap.

Source: PGIM Jennison Global Equity Opportunities Fund Portfolio as on 30th Nov, 2018
countries Map
  • 62.3%
    USA
  • 8.6%
    China
  • 8.6%
    France
  • 3.6%
    Switzerland
  • 3.3%
    Netherland
  • 3.2%
    Germany
  • 2.8%
    Japan
  • 2.6%
    Italy
  • 2.4%
    Canada
  • 2.0%
    India

Get exposure to unique sectors and themes across the world

  • Mobile Manufacturing
  • Video Streaming
  • Mobile Payments
  • Gaming
  • E-commerce
  • Business with Global Appeal

SECTOR BREAKDOWN (% OF ASSETS)  as on 30th Nov, 2018

  • 26.4 Information Technology
  • 26.0 Consumer Discretionary
  • 22.0 Healthcare
  • 13.1 Communication services
  • 6.4 Industrials
  • 2.0 Materials
  • 2.0 Financials
  • 1.4 Consumer Staples
  • 0.7 Cash & Equivalents

Why invest now in dhfl pramerica global equity opportunities fund?

Strong Corporate Earnings expectations

Corporate earnings growth expectations are strongest in US and Japan. Typically returns from equity are function of earnings growth, stronger growth should lead to better returns over the long term.

Developed markets fare well in rising yield environment

With global interest rates going up, developed markets are expected to do well.

Rising foreign currency expenses such as foreign education and travel can be hedged

Given the reasons discussed above it makes good sense to have a tactical allocation to global markets

Presenting

DHFL Pramerica Global Equity Opportunities Fund

which aims to invest 95%-100% in global markets

Growth around the World

Aims to invest in companies with accelerating growth rates

Exposure in the U.S. & beyond to include global opportunities, & diversification

companies not countries

Flexibility to identify opportunities wherever they arise irrespective of regions or sectors

Opportunity to invest in Amazon.com, Alibaba, Netflix, Mastercard, Nike, and the likes

Track Record of underlying fund

The Fund’s since inception returns have out performed its benchmark

Portfolio of 35-45 high conviction stocks

UNDERLYING FUND

PGIM Jennison Global Equity Opportunities Fund

  • Investment Objective

    The primary investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of units of overseas mutual funds. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.

  • Investment Strategy

    The scheme will predominantly invest in the units of PGIM Jennison Global Equity Opportunities Fund (the Underlying Fund), and or similar mutual funds, having an investment objective, strategy & risk profile similar to the stated underlying fund.

  • Benchmark

    MSCI All Country World Index

  • Fund Manager

    Alok Agarwal

  • Minimum Investment

    ₹ 5000/- and in multiples of ₹ 1/- thereafter

  • Entry Load

    Not Applicable

  • Exit Load

    1% if redeemed or switched out within 12 months of allotment. No exit load would be charged for switches and STP from any scheme to the equity schemes of DPMF except DHFL Pramerica Arbitrage fund

  • SIP/STP/SWP

    Available. SIP/STP: Monthly: 10 instalments of ₹ 500/- each and in multiples of ₹ 100/- thereafter. Quarterly: 5 instalments of ₹ 1000/- each and in multiples of ₹ 100/- thereafter. SWP (Monthly and Quarterly): 2 instalments of ₹ 100/-

Frequently asked questions on FOF

What is Fund of Funds?

It is basically a mutual fund scheme that invests in other mutual fund schme. The strategy is to diversify the asset allocation by investing in a underlying fund rather than directly investing in stocks, bonds and other securities. This allows you an opportunity to invest in variety of companies without very high risk.

Who should invest in Fund of Funds?

FOF is an investment opportunity which is a good for investors who do not want to take much risk. The diversification helps in reducing the risks to certain extent and is ideal for investors with small amount of monthly investment.

How would the DHFL Global Equity Opportunities Fund be taxed in India?

The fund would be treated as a non-equity fund for taxation purposes. This means that the fund would be considered a long term asset if it is held for more than 36 months. Before 36 months, capital gains would be taxed at the short term capital gains rate as per the income slab of the investor. Afer 36 months, the fund would be treated as long term asset and would be taxed at the long term capital gains rate of taxation. The fund would also benefit from indexation.

Asset Allocation of DHFL Pramerica Global Equity Opportunities Fund:

Investment Indicative Allocation (% of Assets) Risk Profile
Min Max
Unit/Securities issued by overseasmutual funds or unit trusts@ 95% 100% Medium to High
Debt Instruments* including Government Securities, Corporate Debt, Money Market Instruments, (including cash and units of mutual funds). 0% 5% Low to High

@The scheme shall initially invest predominantly in the units of PGIM Jennison Global Equity Opportunities Fund, domiciled in Ireland or similar mutual funds at the discretion of the Investment Manager. Similar mutual funds shall mean a scheme, having an investment objective, strategy & risk profile similar to the stated underlying fund. *Investment in Securitised Debt would be up to a maximum of 5% of the net assets of the Scheme. The scheme will not engage in scrip lending.

This product is suitable for investors who are seeking*:

  • Capital growth over the long term

  • Investment in units of overseas mutual funds that invest in equity securities of companies around the world in the early stage of acceleration in their growth.

  • Degree of risk – HIGH

  • Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

Riskometer

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

The information contained herein is provided by DHFL Pramerica Asset Managers Pvt. Ltd. (Formerly known as Pramerica Asset Managers Pvt. Ltd.) (the AMC) on the basis of publicly available information, internally developed data and other third party sources believed to be reliable. However, the AMC cannot guarantee the accuracy of such information, assure its completeness, or warrant such information will not be changed. The information contained herein is current as of the date of issuance* (or such earlier date as referenced herein) and is subject to change without notice. The AMC has no obligation to update any or all of such information; nor does the AMC make any express or implied warranties or representations as to its completeness or accuracy. There can be no assurance that any forecast made herein will be actually realized. These materials do not take into account individual investor’s objectives, needs or circumstances or the suitability of any securities, financial instruments or investment strategies described herein for particular investor. Hence, each investor is advised to consult his or her own professional investment / tax advisor / consultant for advice in this regard. The information contained herein is provided on the basis of and subject to the explanations, caveats and warnings set out elsewhere herein. These materials are not intended for distribution to or use by any person in any jurisdiction where such distribution would be contrary to local law or regulation. Distribution of these materials to any person other than the person to whom it was originally delivered and to such person’s advisers is unauthorized, and any reproduction of these materials, in whole or in part without the prior consent of the AMC, is prohibited. The views of the Fund Manager should not be construed as an advice and investors must make their own investment decisions regarding investment/ disinvestment in securities market and/or suitability of the fund based on their specific investment objectives and financial positions and using such independent advisors as they believe necessary. Pramerica is the brand name used by Prudential Financial, Inc. (“PFI”) of the United States and its affiliates in select countries outside of the United States. Neither PFI nor any of the named Pramerica entities are affiliated in any manner with Prudential plc, a company incorporated in the United Kingdom.

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